Steven Videla Email & Phone Number

Florida, United States

Recognizing the unique challenges faced by minorities, we have tailored our services to empower and uplift them. Our commitment is to provide unparalleled banking solutions that cater specifically to the needs of minority individuals and business owners. Join us in our mission to create a more inclusive financial landscape.

Greater New York City Area

• General Securities and Options principal responsible for overseeing fixed income, equity, and options trading. Head of trading desk responsible for managing execution for firm’s $1 bln under management. Responsible for.
• Advise marketing team on traditional and digital marketing strategies
• Created cross selling strategies within separate company divisions
• Manage firm’s proprietary fixed income portfolio

• Partner and head trader responsible for establishing new broker dealer, overseeing all business processes, and fixed income and equity execution. Client facing roles include delivering market information and trade.
• Managed design process and maintained proprietary asset pricing app for mobile devices
• Creator and senior editor for Wordpress blog which significantly increased brand awareness and increased lead generation and customer acquisition
• Implemented CRM tool responsible for increasing both customer interaction and revenue
• Negotiated company buy-out

• Structured Product GroupOperations and sales manager responsible for all structured product investment and document processing. Lead team of 5 country managers throughout Latin America in the marketing and sale of.
• Raised over $300mm in investment capital
• Designed creative CDO marketing material for institutional and retail customers
• Managed structured product documentation and investment processing, reducing closing time by 50%Fixed Income Group Head of operations responsible for streamlining work flow, reducing transaction costs, and negotiating.
• Created, edited, and distributed successful weekly industry newsletter, increasing brand awareness and firm wide cross-selling opportunities
• Lead sales team and utilized creative marketing/prospecting techniques increasing client base by 35%

• Generated sales and marketing presentations for various Latin American groups and oversaw operations for 3 teams of financial advisors. I quickly transitioned from client service associate to a Financial Advisor role.
• Exceeded 30% returns for institutional customer currency portfolio
• Consistently led in yearly client acquisition and sales revenue

• Identified client’s distinct financial needs and objectives and recommended tailored plans and products to help achieve those goals. Delivered complete financial plans consisting of investments, insurance, and estate.
• Highest annualized revenue in training class
• Established and implemented successful marketing plan to surpass new client acquisition targets

Mba, Marketing

Bs, Finance